AI-native automation

Connect Bill4Time and Email with AI

Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations

Caddi can…
Bill4TimeLegal
Caddi can…
EmailDocument format
Get a demoAverage setup: one screenshare, live the same week.

Practical ways to use Bill4Time and Email together

  • 01

    Send email in Email when new time entry in Bill4Time.

    Caddi watches Bill4Time for new time entry and send email in Email — no copy-paste, no missed records.

  • 02

    Create matter in Bill4Time when new email received in Email.

    Caddi watches Email for new email received and create matter in Bill4Time so the two systems stay in lockstep.

  • 03

    Reply to email in Email from Bill4Time events.

    When new invoice happens in Bill4Time, Caddi reply to email in Email with the right context attached.

  • Brighton Jones
  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group

One continuous loop.

  1. 01Measure

    Caddi watches how the work gets done today.

  2. 02Create

    You screenshare it once. The loop ships.

  3. 03Improve

    Caddi flags upgrades to existing loops and new automations to deploy.

Actions Caddi can take across Bill4Time and Email

  • Bill4Time

    New time entry

    Triggers when a timekeeper posts time against a matter.

  • Bill4Time

    New invoice

    Triggers when an invoice is generated for a client.

  • Bill4Time

    Payment received

    Triggers when a payment is recorded against an invoice.

  • Bill4Time

    Create matter

    Open a new Bill4Time matter with client and billing details.

  • Bill4Time

    Post time entry

    Record time against a matter and activity code.

  • Bill4Time

    Create invoice

    Generate an invoice for one or more matters.

  • Bill4Time

    Add expense

    Record a billable expense against a matter.

  • Email

    New email received

    Triggers when a new email arrives in a watched inbox.

  • Email

    New email matching subject or sender

    Triggers on inbound emails matching a search rule.

  • Email

    New attachment received

    Triggers when an email arrives with one or more attachments.

  • Email

    Email flagged or labeled

    Triggers when an email is flagged for follow-up or labeled.

  • Email

    Send email

    Send a new email from your business inbox.

  • Email

    Reply to email

    Reply within an existing email thread.

  • Email

    Forward email

    Forward an email to one or more recipients.

  • Email

    Save attachments

    Save email attachments to your document system.

  • Email

    Apply label or move

    Apply a label to an email or move it between folders.

Common questions

How does Caddi connect Bill4Time and Email?

Bill4Time and Email just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Bill4Time and Email end-to-end.

Do I need engineering help?

No. Whoever does the work today shows it once on a call. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, but once the loop ships it runs deterministically — no model in the loop at runtime.

Can Caddi connect Bill4Time and Email to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Bill4Time + Email loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of the screenshare. The Caddi team reviews every loop before it runs in production.

Ready to automate Bill4Time and Email?

Drop your work email and we'll show you Caddi running end-to-end against Bill4Time, Email, and the rest of your stack.